Strategy @Strategy_Con

Markets are at all time highs... they are delusional we’re losing: - ~30% of fertilizers - ~20% of LNG - ~10% of oil - ~30% of helium These aren’t isolated commodities.... they sit at the core of entire production chains: - Petrochemicals -> fertilizer -> food production - Petrochemicals -> sulfur -> mining (copper, uranium, nickel) - Petrochemicals -> plastics -> cars, electronics - Petrochemicals -> drugs, rubber, textiles - Helium -> semiconductors / AI chips - Gas -> power generation - Diesel -> transportation So this isn’t just an energy problem... it’s a full-spectrum supply shock hitting food, industry, tech, transportation and power at the same time. Our world doesn't function without Hormuz supplies. And there is no policy tool that can replace missing physical supply.

Premium Newsletter: The Hater's Guide To The Memory Crisis - and how everything got more expensive. The massive, 13,000 word guide to how we got a RAM oligopoly, and how hyperscalers buying AI GPUs has caused years of hyperinflation in tech. wheresyoured.at/premium-the-ha…

Google has one of the best study tools available right now. It’s free, has been out for months, and most people still aren’t using it the right way. Here are 8 powerful ways to use NotebookLM that can save you a ton of time. 🔖 Save this — you’ll thank yourself later.

Good morning, US Treasury 30-yr yield is now 5.06%. That's globally consequential, especially on the back of JGB yields rising too. Now, if you are an EM that has a current account deficit and need capital account surplus to offset, you should think, what's the right amount of compensation I am offering for higher risks? As in, risk premium on the rise.

Give this one hour instead of your usual feed. A lecture from Massachusetts Institute of Technology that breaks down how money actually grows. Bookmark it.

Whoever is cooking up these LEGO videos has the Trump regime completely figured out. While the U.S. fumbles digital propaganda, Iran is dropping AI brick bangers that are actually landing. They’re winning the meme war brick by brick. 🧱 #LEGOPropaganda

Our daughter, Rachel Corrie, was killed in 2003 in Gaza, while trying to protect a Palestinian home facing illegal destruction by the Israeli military. She was 23 years old. The massive, armored Caterpillar D-9 bulldozer that crushed her was operated by two Israeli soldiers and manufactured in the United States. It was the same type of militarized bulldozer that US presidents from George W. Bush through to Donald Trump have delivered to Israel. Today, as the destruction of Palestinian homes has only become more commonplace, not to mention the horror of Israel’s genocide, Senator Bernie Sanders will force a vote in the Senate to try to end this cycle of death by banning the transfer of D-9 bulldozers to Israel. We hope he will not take this stand alone. No policy can bring back those taken from us by these actions—children and other loved ones. But the Senate now has an opportunity to honor the memories of our daughter, other Americans, and thousands of Palestinian civilians killed, and to show that their deaths, and all the destruction, will no longer be condoned and funded. We hope those elected to represent us, the American people, understand the message that voting to block these D-9 bulldozers will send. This will not be a symbolic gesture, but a concrete step toward the protection of human life. thenation.com/article/politi…

Data center capex will hit $930 billion in 6 years. Everyone calls this the biggest infrastructure buildout in history. The chart says US railroads were eleven times bigger relative to GDP, and they ran for seventy-one years. At its 1880s peak, railroad capex consumed 9% of annual US GDP. Data centers will peak at 0.8%. The Apollo Program peaked at the same 0.8%. The Marshall Plan, a one-off wartime aid package, peaked at 2%. The Interstate Highway System, which paved over the country, peaked at 0.6%. Measured against the economy around it, the AI buildout is not historically large. It fits comfortably inside the range of things the US has built before. The unusual variable is compression. Railroads took seventy-one years to spend $550 billion. Data centers will spend $930 billion in six. That's an annualized rate roughly twenty times higher than the average year of railroad construction, in real dollars. The railroad era ran through a massive bubble before it finished. The Panic of 1893 put 156 railroad companies into receivership, roughly a third of total US track mileage. After every bankruptcy, the track was still there. The infrastructure outlived the companies that financed it. Data centers will likely follow the same arc. Some of the $930 billion will be wasted on capacity that never fills. Some of the companies doing the building will not exist in ten years. The buildings and chips and fiber will be there anyway, and they will get absorbed into whatever the next wave of software looks like. The chart's real lesson is that the US has always built infrastructure ahead of demand, and the economy has always caught up. The AI bet is a speed bet. The economy has absorbed buildouts this big before. It has never absorbed one this fast.

@financialjuice Staglation 100%

@spectatorindex Ceasfire my ass

World's First Liar Award Ceremony!!! Trumpinocchio!! مراسم اهدای جایزه اولین دروغگوی جهان!!! ترامپینوکیووو!!! 1⃣🏅🏅

1/ Your reckless moves are dragging the United States into a living HELL for every single family, and our whole region is going to burn because you insist on following Netanyahu’s commands. Make no mistake: You won’t gain anything through war crimes.

Gemini is beating the S&P 500 in the Rallies AI Stock Market Arena This is what Gemini's portfolio currently looks like $26.3K of $ASML $18.6K of NextEra Energy $NEE $17.7K of Nvidia $NVDA $11K of Vertex $VRTX $10.5K of Northrop Grumman $NOC $10.2K of United Rentals $URI $4.5K of Intuitive Surgical $ISRG $2K of ServiceNow $NOW $4.5K of Cash

Rallies Arena @ralliesarena

4 months ago

GEMINI IS BEATING THE STOCK MARKET We gave a bunch of AI $100K in the stock market starting in late November to see if they could beat the S&P 500 Gemini is one of the BEST performing AI models ... during the time of the test - The S&P 500 is down by 2.9%🔴 - Gemini is up by

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Trump’s Iran Ultimatum Has Boxed Him In The prospect of a negotiated agreement with Iran, at least under current conditions is close to nonexistent. In practical terms, talks are not even underway. And the terms that would make a deal possible from Tehran’s perspective are politically untenable in Washington: a halt to U.S. military pressure, credible guarantees against future attacks, tacit recognition of Iran’s position in key maritime chokepoints, and likely some form of compensation. This is precisely why the familiar “carrots and sticks” framework is unlikely to succeed. It assumes a willingness to trade concessions for relief. But Iran’s leadership today does not see itself under sufficient pressure to compromise. On the contrary, it views the current moment as one of strategic advantage. That reality raises a more troubling question: Is the president being presented with a clear-eyed assessment of Iran’s posture? The U.S. government has no shortage of seasoned Iran experts. Yet recent public statements suggest a persistent gap between Washington’s expectations and Tehran’s calculations. Mr. Trump’s ultimatum reflects that gap. By setting terms Iran is almost certain to reject, he has narrowed his own options to two unattractive paths. He can escalate, risking a sharp disruption to global energy markets and potentially severe damage to the international economy. Or he can step back without an agreement, a move that would hand Iran a narrative of resilience and erode the credibility of U.S. pressure. A third option, delaying the deadline under the pretense that progress is imminent may buy time. But it would come at the cost of further undermining U.S. credibility, both with adversaries and allies. There is, in short, no easy exit. And absent a fundamental reassessment of Iran’s strategic mindset, Washington risks making decisions based on a misreading of the other side, one that could prove far more costly than anticipated. #iran

Barak Ravid @BarakRavid

4 months ago

🚨🇺🇸🇮🇷Trump tells me: Iran deal possible by Tuesday, otherwise "I am blowing up everything". My story on @axios axios.com/2026/04/05/tru…

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@TheDrugMoney Didnt age well, lol

@TradingThomas3 Too late for taco

@yarotrof Is this real?

Back in January, I wrote an article about a few copper stocks worth watching. At the end, I added a bonus section on a critical metal most investors were ignoring: Tungsten Two weeks later, I shared with my subscribers what I believe is one of the best stocks to get exposure. I’m seeing a lot more people talking about the sector… yet this company remains completely underfollowed. Feels like it’s time for an update.

Photonics Lumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500. Over the same period, Applied Optoelectronics, $AAOI, is up +551%, Coherent, $COHR, +282%, Corning, $GLW, +223%, and Fabrinet, $FN, +176%.

The Kobeissi Letter @KobeissiLetter

4 months ago

Optical stocks have become the hottest trade in the AI space: Lumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500. Over the same period, Applied Optoelectronics, $AAOI, is up +551%, Coherent, $COHR, +282%, Corning, $GLW, +223%,

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LMAO who made this pretty good 😭🤣😂